S
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2016
- Office Locations
- 1
Office Locations
-- Boxford MA
About Stonehurst Capital Management, LLC
Stonehurst Capital Management, LLC is a Boxford-based RIA. The firm has been operating for 10 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
C
CHARLES ANTHONY HUSAK
Advisor, Chief Compliance Officer, Manager
- CRD
- #2886321
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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